Getting Started with
Equities

Select Language

Desktop screen
Mobile screen
Step 1

Open Your CAL Online Account

Apply in minutes with our simple online registration process

Download the CAL Online app from the Apple App Store or Google Play , or visit portal.cal.lk .

Select Sign Up to begin creating your CAL Online account.

Register using your NIC, mobile number, and email address.

Desktop screen
Mobile screen
Step 2

Sign Up for Your Equity Account

Getting Started

Go to your Dashboard and view the Equity widget.

Click "Sign Up" and complete the Unit Trust application form.

Submit your application for review and approval.

Processing Time: It should take between 3-5 working days. However, during periods of high volume it may take longer.
Desktop screen
Mobile screen
Step 3

Access Your Trading Platform

Once Your Application Is Approved

Receive your trading credentials via email.

Download the ATRAD mobile app or access it through desktop.

Sign in using your assigned username and password.

Login to ATrad
Step 1

Open Your CAL Online Account

Apply in minutes with our simple online registration process

Desktop screen
Mobile screen

Download the CAL Online app from the Apple App Store or Google Play , or visit portal.cal.lk .

Select Sign Up to begin creating your CAL Online account.

Register using your NIC, mobile number, and email address.

Step 2

Sign Up for Your Equity Account

Desktop screen
Mobile screen

Getting Started

Go to your Dashboard and view the Equity widget.

Click "Sign Up" and complete the Unit Trust application form.

Submit your application for review and approval.

Processing Time: It should take between 3-5 working days. However, during periods of high volume it may take longer.
Step 3

Access Your Trading Platform

Desktop screen
Mobile screen

Once Your Application Is Approved

Receive your trading credentials via email.

Download the ATRAD mobile app or access it through desktop.

Sign in using your assigned username and password.

login to ATrad
Desktop screen
Mobile screen
Step 4

Fund Your Account (Pay In)

Bank Transfer and Raise Request

Transfer Details:

Bank: Seylan Bank

Branch: Millennium Branch

Account Name: Capital Alliance Securities (Pvt) Ltd

Account Number: 086400041489001

1

Transfer funds from your registered bank account

2

Log in to CAL Online mobile or web app

3

Go to Equities → Pay In

4

Submit your Pay in Request

Processing Time: Instant Buying Power
Desktop screen
Mobile screen

Transfer and Pay in- For Direct Investment with (JustPay)

Use CAL Online to transfer funds directly from your bank account.

No banking app required.

Fund your investment in one seamless step.

No proof upload needed.

Up to LKR 150,000 per transaction (repeatable).

1

Log in to CAL Online mobile or web app

2

Go to Pay In → Select your preferred payment method

3

Transfer funds from your linked bank account

4

No payment proof is required

5

Up to LKR 150,000 per transaction (multiple transactions allowed)

Processing Time: Instant Buying Power
Step 4

Fund Your Account (Pay In)

Bank Transfer and Raise Request

Desktop screen
Mobile screen

Transfer Details:

Bank: Seylan Bank

Branch: Millennium Branch

Account Name: Capital Alliance Securities (Pvt) Ltd

Account Number: 086400041489001

1

Transfer funds from your registered bank account

2

Log in to CAL Online mobile or web app

3

Go to Equities → Pay In

4

Submit your Pay in Request

Processing Time: Instant Buying Power

Transfer and Create- For Direct Investment with (JustPay)

Desktop screen
Mobile screen

Use CAL Online to transfer funds directly from your bank account.

No banking app required.

Fund your investment in one seamless step.

No proof upload needed.

Up to LKR 150,000 per transaction (repeatable).

1

Log in to CAL Online mobile or web app

2

Go to Pay In → Select your preferred payment method

3

Transfer funds from your linked bank account

4

No payment proof is required

5

Up to LKR 150,000 per transaction (multiple transactions allowed)

Processing Time: Instant Buying Power
Step 5

Find Your First Stock

Bank Transfer and Raise Request

Desktop screen

Not sure where to start? Find stocks suited to your investing style with our Investor Hero Quiz and discover opportunities in today's market.

Practice Before You Invest – Build confidence before investing real money. Use VStock, our virtual trading simulator, to practice buying and selling shares using live market prices, without any financial risk.

Desktop screen
Step 5

Find Your First Stock

Not sure where to start? Find stocks suited to your investing style with our Investor Hero Quiz and discover opportunities in today's market.

Practice Before You Invest – Build confidence before investing real money. Use VStock, our virtual trading simulator, to practice buying and selling shares using live market prices, without any financial risk.

Desktop screen
Step 6

Insight at Your Fingertips

Access CAL’s market research, insights, and tools. Everything you need to move from market information to investment decisions.

AnalytiCAL – Research, valuations, market data, and stock metrics.

Research Reports – Expert market and company analysis.

WhatsApp Updates – Timely market insights delivered to you.

VStock Simulator – Practice trading with live market prices.

Market Alerts – Never miss important market movements.

Personalised Price Alerts – Track stocks with custom price notifications.

Step 6

Insight at Your Fingertips

Desktop screen

Access CAL’s market research, insights, and tools. Everything you need to move from market information to investment decisions.

AnalytiCAL – Research, valuations, market data, and stock metrics.

Research Reports – Expert market and company analysis.

WhatsApp Updates – Timely market insights delivered to you.

VStock Simulator – Practice trading with live market prices.

Market Alerts – Never miss important market movements.

Personalised Price Alerts – Track stocks with custom price notifications.

Desktop screen
Mobile screen
Step 7

Place Your First Trade

Once your account is funded:

1

Log in to ATRAD

2

Search for your preferred share

3

Enter your order

4

Review and submit your trade

Desktop screen
Mobile screen
Step 8

Track Your Portfolio

Monitor your investments anytime through CAL Online.

Portfolio performance and investment value.

Holdings across all asset classes in one place.

Investment analytics and insights.

Market research and reports.

Transaction history.

Real-time portfolio updates.

Desktop screen
Mobile screen
Step 9

Withdraw Funds (Pay Out)

1

Log in to CAL Online

2

Navigate to Equities → Pay Out

3

Enter the withdrawal amount

4

Submit your request

Processing Time: 1 working day
Step 7

Place Your First Trade

Once your account is funded:

Desktop screen
Mobile screen
1

Log in to ATRAD

2

Search for your preferred share

3

Enter your order

4

Review and submit your trade

Step 8

Track Your Portfolio

Monitor your investments anytime through CAL Online.

Desktop screen
Mobile screen

Portfolio performance and investment value.

Holdings across all asset classes in one place.

Investment analytics and insights.

Market research and reports.

Transaction history.

Real-time portfolio updates.

Step 9

Withdraw Funds (Pay Out)

Desktop screen
Mobile screen
1

Log in to CAL Online

2

Navigate to Equities → Pay Out

3

Enter the withdrawal amount

4

Submit your request

Processing Time: 1 working day

Need More Help?

Have questions about any of the steps above? Chat with the CAL UT Chatbot for instant answers, detailed guidance, and Unit Trust support.